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Investment Management - MAN00095M

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  • Department: The York Management School
  • Credit value: 15 credits
  • Credit level: M
  • Academic year of delivery: 2025-26

Module summary

This module develops both theoretical and practical knowledge in the area of investment management.

Module will run

Occurrence Teaching period
A Online Teaching Period 2 2025-26
B Online Teaching Period 6 2025-26

Module aims

The goal of the module is to equip students with the tools necessary to make good investment decisions with reference to:

  • How risk aversion affects capital allocation to risky assets

  • How to construct optimal risky portfolios

  • How Index model helps to construct optimal risky portfolio

  • Top down approach—Macroeconomic analysis and industry analysis

  • How to value equities

  • Fundamental analysis i.e., Financial statement analysis

  • Portfolio Performance evaluation

Module learning outcomes

On successful completion of the module, you will be able to:

MO1: Describe and apply mean-variance portfolio theory to investment problems

MO2: Make strategic asset allocation decisions, including selection of investment asset types; sectors, industries, individual securities and personal and organisational ethical considerations

MO3:Use various forms of security analysis to evaluate company performance

MO4: Identify and develop an effective approach to communicating across cultures

MO5: Evaluate and monitor portfolio performance using qualitative and quantitative methods.

Module content

Week 1 Risk aversion and capital allocation to risky assets

Week 2 Optimal risky portfolios

Week 3 Index models

Week 4 Macroeconomic and industry analysis

Week 5 Equity valuation models

Week 6 Financial statement analysis

Week 7 Portfolio performance evaluation

Indicative assessment

Task % of module mark
Assignment - York Online Programmes 100.0

Special assessment rules

None

Indicative reassessment

Task % of module mark
Assignment - York Online Programmes 100.0

Module feedback

Feedback will be provided via the Canvas online VLE either written or recorded.

Indicative reading

Bodie, Z., Kane, A. and Marcus, A. (2018), Investments, McGraw-Hill/Irwin, 11th Global Edition.


The information on this page is indicative of the module that is currently on offer. The University constantly explores ways to enhance and improve its degree programmes and therefore reserves the right to make variations to the content and method of delivery of modules, and to discontinue modules, if such action is reasonably considered to be necessary. In some instances it may be appropriate for the University to notify and consult with affected students about module changes in accordance with the University's policy on the Approval of Modifications to Existing Taught Programmes of Study.